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AdvisorCensus / Financial advisors / Florida / Orlando / Grodzki Wealth Management, Inc.

Grodzki Wealth Management, Inc.

Orlando, FLState-registered investment adviserCRD 342358

Filed as GRODZKI WEALTH MANAGEMENT, INC.

Grodzki Wealth Management, Inc. is a state-registered investment advisory firm in Orlando, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

0 years
registered since 2026
$0
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Grodzki Wealth Management, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Grodzki Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Grodzki Wealth Management, Inc. located?

Grodzki Wealth Management, Inc.'s principal office is in Orlando, FL, according to its Form ADV.

Is Grodzki Wealth Management, Inc. registered with the SEC or a state?

Grodzki Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342358.

How much does Grodzki Wealth Management, Inc. manage?

Grodzki Wealth Management, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated April 29, 2026.

Does Grodzki Wealth Management, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342358

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$0

$0 as of October 2026, filing dated April 29, 2026.

Discretionary: $0.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2026 (0 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
FL

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
grodzkiwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Grodzki Wealth Management, Inc. (CRD 342358): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/grodzki-wealth-management-inc-orlando-fl-342358